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Spyglass Capital Management LLC - Portfolio Stock Holdings

Spyglass Capital Management LLC disclosed 26 stock positions in a recent SEC 13F filing. $1,712,499,399 of stock holdings were filed, with the largest holdings including AFRM, AAON, and CRDO. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,017,152,259 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

Sept. 30, 2026

No. of Stocks:

26

Est. Stock Holding Value:

$1,712,499,399

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Spyglass Capital Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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